Chokshi & Queen Wealth Advisors’s iShares Russell 3000 ETF IWV Stock Holding History

Chokshi & Queen Wealth Advisors’s Portfolio IWV Stock Details IWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.4M	Sell	7,967 -19	-0.2%	-$7.83K	1.57%	11
2026 Q1	$2.96M	Buy	7,986 +20	+0.3%	+$7.74K	1.58%	11
2025 Q4	$3.08M	Sell	7,966 -333	-4%	-$128K	1.61%	12
2025 Q3	$3.14M	Sell	8,299 -619	-7%	-$226K	1.66%	11
2025 Q2	$3.13M	Buy	8,918 +161	+2%	+$52.3K	1.79%	11
2025 Q1	$2.78M	Sell	8,757 -70	-0.8%	-$23.5K	1.7%	12
2024 Q4	$2.95M	Buy	+8,827	New	+$2.97M	1.83%	11

Other funds holding IWV

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $10.6B AUM 19.73% 1-Year Est. Return

AFI

American Family Investments Madison, Wisconsin $5.54B AUM 1.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UMC

UNC Management Company Chapel Hill, North Carolina $2.07B AUM 21.32% 1-Year Est. Return

PWA

Pitcairn Wealth Advisors Conshohocken, Pennsylvania $913M AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Chokshi & Queen Wealth Advisors's IWV Position: Q2 2026 in Review

Chokshi & Queen Wealth Advisors reduced its iShares Russell 3000 ETF (IWV) stake by 0.24% in Q2 2026, selling an estimated $7.83K and leaving 7,967 shares worth $3.4M. The position accounts for 1.57% of the portfolio, ranked #11.

Chokshi & Queen Wealth Advisors first reported a position in IWV in Q4 2024 and has held it in 7 quarters since. 908 funds tracked by Wall St. Rank hold IWV as of Q2 2026.

Chokshi & Queen Wealth Advisors held 7,967 shares of iShares Russell 3000 ETF worth $3.4M as of Q2 2026.
Chokshi & Queen Wealth Advisors sold 19 iShares Russell 3000 ETF shares in Q2 2026, an estimated $7.83K.
iShares Russell 3000 ETF made up 1.57% of Chokshi & Queen Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Chokshi & Queen Wealth Advisors first reported a position in iShares Russell 3000 ETF in Q4 2024 and has held it in 7 quarters since.
908 funds tracked by Wall St. Rank held iShares Russell 3000 ETF as of Q2 2026.

Based on Chokshi & Queen Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.